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Disclosery

Generate Investment Management Ltd: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Generate Investment Management Ltd on JPM, newest first. How the timeline and the estimate are built.

Generate Investment Management Ltd held 0 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -64,643 shares

    13F-HR 0002025905-26-000007 filed by Generate Investment Management Ltd
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 64,643 shares
    Change vs previous 13F +36,136 shares

    0.87% of the 13F portfolio, value $21,159,593.

    13F-HR 0002025905-26-000004 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 28,507 shares
    Change vs previous 13F -16,725 shares

    0.41% of the 13F portfolio, value $8,385,619.

    13F-HR 0002025905-26-000003 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 45,232 shares
    Change vs previous 13F -31,268 shares

    0.66% of the 13F portfolio, value $14,574,655.

    13F-HR 0002025905-26-000001 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 76,500 shares
    Change vs previous 13F -7,487 shares

    1.22% of the 13F portfolio, value $24,130,395.

    13F-HR 0002025905-25-000012 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 83,987 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $24,348,671.

    13F-HR 0002025905-25-000004 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 83,987 shares
    Change vs previous 13F +45,879 shares

    1.45% of the 13F portfolio, value $20,602,011.

    13F-HR 0002025905-25-000003 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 38,108 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $9,134,869.

    13F-HR 0002025905-25-000001 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).